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All inventory that arrives at the warehouse needs to be received into inventory. This includes damaged material. There is the option to select inspection required; which will not put the inventory into stock instead it will go into the inspection pending queue.  This process should be completed by the end of each business day. 


Follow the path: Xmc>Material Management > Shipping/Receiving >General Operations >Receipt Entry


Image Receiving 1

 

 

  1. Enter Purchase Order Number (this will automatically populate the supplier information)
  2. Type information into Packing Slip Field (typically the Packing Slip number is assigned by the supplier)
  3. Enter Tab on the keyboard which will bring up a popup screen. Click on Yes

 


Image Receiving 2

 

NOTE: If the supplier does not provide the Packing Slip number, individuals will typically use date to fill this field and  add in A, B, C, etc if more than one. For example 8-18-2017a, 8-8-2017b

 

 

This will automatically populate your Entry Date. You have the ability to change the arrival date.

 

  1. Click Ship Via and make a selection
  2. Click Save

 

Image Receiving 3

 


In Actions click on Mass Receipt

 

Image Receiving 4

 

NOTE: This is very helpful if there are multiple lines on a purchase order.

 

Click on the individual required PO Releases or Click on Select All if all are needed.

Image Receiving 5

 

NOTE: If there were multiple parts they would appear under the Part Releases.

 

This will automatically move the line down to the bottom.

Image Receiving 6

 

NOTE: If you Select All and you want to move select releases back to the top, simply unselect the boxes under Mass Receipt to move them back to the top. Supplier quantity and the Order quantities could be different.  For example, they may buy a roll of edgebanding from the supplier, but for our quantities that may show up as 500 feet.

 

  1. Select the Get All box (this will automatically pull in all the quantities).
  2. Click on Set All to Locations to automatically set material to its primary bin location not required but optional – these can be manually added.
  3. Click on Receive All
  4. Click on Bin and choose Bin location
  5. Click Process
  6. Close the screen

 

Image Receiving 7

 

NOTE:  You can manually change the quantities under Our Qty at this time. The bin location can also be manually changed. At the time of this SOP there was only one bin location. 

 

 

In Receipt Entry under the Lines tab there will now be the option to view this information. If all the material was received the Complete box would appear as checked off and Green. If there is outstanding material the Complete Box will appear as unchecked.

 

Image Receiving 8

 

NOTE:  A user could manual check off the complete box even if the order wasn’t complete if for example one board was missing and it was understood that the supplier would not send this remaining piece. This would be a business process decision.

 


Click on the Received Lines in order to see the received product.


 

Image Receiving 8a

 

NOTE: If we only clicked on the Get All and not the Received All the lines would show up as arrived but the receiving process would not be complete.





Under Summary there is the option to Uncheck the Received All button, if this occurs the items will shop up under the Arrived Lines tab as opposed to the Received Lines tab.

 

Image Receiving 9


 

NOTE: Purchasing should not receive in product. 

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